Joan Rose Itumay

• Enhanced project efficiency by developing and implementing effective planning strategies.
• Engaged in both long and short-term project planning, strategizing for on-time, high-quality deliverables.
• Provided expert guidance on industry trends and regulatory compliance requirements during the planning process.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Proven ability to learn quickly and adapt to new situations.
• Provided professional services and support in a dynamic work environment.
• Organized and detail-oriented with a strong work ethic.
• Learned and adapted quickly to new technology and software applications.
• Assisted clients in making beneficial and strategic decisions regarding investments.
• Identified issues, analyzed information and provided solutions to problems.
• Passionate about learning and committed to continual improvement.
• Exercised leadership capabilities by successfully motivating and inspiring others.
• Delivered services to customer locations within specific timeframes.
• Demonstrated respect, friendliness and willingness to help wherever needed.

• Developed and presented proposals to clients to raise awareness of potential real estate investments.
• Developed and maintained relationships with clients through networking, postcards, and cold calling.
• Increased property sales by consistently providing exceptional customer service and maintaining a strong knowledge of the local real estate market.
• Conducted comprehensive property evaluations to provide accurate pricing recommendations for clients.

• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Presented financial plans and investment recommendations to clients.
• Educated clients on financial topics and best practices.

• Applied lean principles to enhance efficiency and reduce waste in various engineering projects.
• Wrote, reviewed and edited technical document in accordance with template requirements.
• Reduced project completion time with efficient resource allocation and effective communication strategies.
• Trained and mentored junior engineers, providing guidance and direction.
• Created detailed reports on engineering activities and findings.
• Interacted with subject matter experts to develop training material and tools for personnel.
• Established strong working relationships with clients through exceptional communication skills, fostering trust and collaboration.

As an Administrative Assistant

• Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Completed forms, reports, logs, and records to quickly handle all documentation for human resources.

As a Quality Control Engineer

• Assessed products or services to evaluate conformance with quality standards.
• Reported problems and concerns to management.
• Partnered with senior management to analyze issues and find appropriate solutions.
• Adhered to federal guidelines for quality control inspection.
• Performed routine maintenance and calibration on testing equipment.

• Gained customer acceptance by demonstrating cost reductions and operations improvements.
• Provided technical support to customers during pre-sales consultations, addressing concerns, and offering solutions tailored to their needs.
• Provided input for overall bookings forecasts for assigned accounts.
• Gathered valuable feedback from clients on product performance, sharing insights with engineering teams for continuous improvement efforts.
• Collaborated with cross-functional teams to deliver successful product implementations.

• Sales and Internet Marketing
• Completed business correspondence, transcription, and data entry.
• Managed filing system, entered data and completed other clerical tasks.